Stickney Research
New Client Guide
This Client Guide explains what it’s like to work with Stickney Research and how our team helps clients turn complex financial decisions into clear, coordinated plans. Inside, you’ll find our planning philosophy, an overview of how we work, and what to expect as we build a long-term partnership.
What’s Inside the Guide
- Our planning philosophy: confidence, clarity, peace of mind
- A message from Warren and what clients can expect
- Our approach: wealth preservation, growth strategies, and wealth disbursement
- How we coordinate investment, tax, and estate planning
- The Wealth Discovery™ process and how decisions are made
- How we integrate philanthropy and purpose into planning
Who This is For
This guide is for individuals, families, and business owners who want a thoughtful planning relationship and a clear process for making important financial decisions over time.
